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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,508 | $36,948+155.8% | $73,658+28.3% | $87,485+8.0% |
| Participation rate | 44.7% | 46.8%-2.1pp | 57.0%-12.3pp | 68.9%-24.2pp |
| Annual return | -3.38% | 28.64%-32.0pp | 29.72%-33.1pp | 26.06%-29.4pp |
| Employer contribution / active EE | $479 | $670-28.6% | $1,032-53.6% | $2,596-81.6% |
| Participant deferral / active EE | $964 | $1,379-30.1% | $2,062-53.2% | $4,274-77.4% |
| Admin fee / account holder | $2,186 | $2,531-13.6% | $3,357-34.9% | $7,775-71.9% |